Micron Technology Inc (MU)vsPagerduty Inc (PD)
MU
Micron Technology Inc
$975.26
-5.25%
TECHNOLOGY · Cap: $1.10T
PD
Pagerduty Inc
$14.09
+2.47%
TECHNOLOGY · Cap: $1.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Micron Technology Inc generates 18147% more annual revenue ($90.27B vs $494.73M). MU leads profitability with a 55.9% profit margin vs 37.5%. PD trades at a lower P/E of 6.7x. MU earns a higher WallStSmart Score of 80/100 (A-).
MU
Exceptional Buy80
out of 100
Grade: A-
PD
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MU.
Margin of Safety
+81.2%
Fair Value
$37.79
Current Price
$14.09
$23.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 50 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 80.4%
Revenue surging 345.7% year-over-year
Attractively priced relative to earnings
Every $100 of equity generates 86 in profit
Keeps 38 of every $100 in revenue as profit
Areas to Watch
Trading at 10.9x book value
0.8% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
Earnings declined 40.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 55.9% and operating margin at 80.4%. Revenue growth of 345.7% demonstrates continued momentum.
Bull Case : PD
The strongest argument for PD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 37.5% and operating margin at 8.2%.
Bear Case : MU
The primary concerns for MU are Price/Book.
Bear Case : PD
The primary concerns for PD are Revenue Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
MU profiles as a growth stock while PD is a value play — different risk/reward profiles.
MU carries more volatility with a beta of 2.22 — expect wider price swings.
MU is growing revenue faster at 345.7% — sustainability is the question.
MU generates stronger free cash flow (17.6B), providing more financial flexibility.
Bottom Line
MU scores higher overall (80/100 vs 48/100), backed by strong 55.9% margins and 345.7% revenue growth. PD offers better value entry with a 81.2% margin of safety. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Micron Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
Visit Website →Pagerduty Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PagerDuty, Inc. operates a digital operations management platform in the United States and internationally. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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